Filed August 12, 2022 (most recent of 3 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,135 | $96,691-12.0% | $86,656-1.8% | $139,487-39.0% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 17.44% | 106.87%-89.4pp | 593.09%-575.6pp | 373.84%-356.4pp |
| Employer contribution / active EE | $4,475 | $3,267+37.0% | $3,025+47.9% | $4,755-5.9% |
| Participant deferral / active EE | $7,959 | $4,838+64.5% | $4,439+79.3% | $6,713+18.6% |
| Admin fee / account holder | $3,453 | $6,414-46.2% | $5,619-38.5% | $11,407-69.7% |